Order Management integration with Strategic Portfolio Management

The Order Management application provides an integration with the ServiceNow® Strategic Portfolio Management (SPM) application enables project oversight of complex order fulfillment tasks.

Use this integration to handle order line items, planned order tasks as projects, create project at the order level, create program, reuse program, create site project and reuse site project in the SPM.

Features

• Automates the creation of SPM programs, site projects, and projects based on program and project oversight rules, enabling project managers to track order fulfillment activities within a project in SPM.
• Enable fulfillment agents, managers, and project managers to view related lists that show the relationship between an order line item and project, site locations and site projects, domain order and project task, and order task and project task.
• Supports tracking and synchronization of one or more order tasks.
• Supports staggered/in-flight orders for new tasks created as part of staggered decomposition or in-flight changes. Uses predefined planned order tasks that enable synchronization between order fulfillment and project tasks.
• Closes project tasks automatically when child tasks and associated order tasks or domain orders are completed or canceled.
• Supports an agent to create project at the order level to manage large projects.
• Maps the project specification tasks to the order tasks.
• Supports creation of a single program at customer order level, single site projects at site level to manage site workflow across different products on that site and sub projects for top line items with the ability to reuse a single program across multiple customer orders.
• Automates the creation of site projects for different location or product combination. Define a mapping to auto create program, site project and sub projects for customer order, site and product.
• Synchronizes status and updates between project tasks and Order Management tasks, giving project managers real-time visibility through state changes, notes, and comments.

Benefits

• Gives project managers end-to-end project oversight of complicated orders, such as long-running orders that require delivery to a specific customer account with multiple locations.
• Manages risks by identifying issues that affect project dependencies and timely order fulfillment.
• Eliminates manual tracking of order status between SPM and Order Management applications. Reduces inefficient communication between project managers, fulfillment agents and managers, and other project stakeholders.
• Unifying orders by creating site projects as a parent projects for projects created for the same location.
• Manage large projects at an order level and not at individual line items.
• Supports site projects that can be across different products on a customer site and sub-projects for each product.
• Enables to see the details of project task and status for domain orders and order tasks.
• Configurable mapping to auto-generate programs, site projects, and sub-projects from customer orders, sites, and products.